Settling an Estate at Banks, Brokerages, and Insurers

Each institution's own death claim page: the documents it asks for, the steps it follows, where to send them, and how an estate account or an executor reaches the account.

All Planning ahead Settling an estate

State

Educators CU

Death claim: 3 steps and 2 required documents

Educators CU

Equifax

Death claim: 4 steps and 8 required documents

Equifax

EQ Shareowner Services

Death claim: 6 steps and 12 required documents

EQ Shareowner Services

Experian

Death claim: 5 steps and 8 required documents

Experian

First Federal CU

Death claim: 2 steps

First Federal CU

Farm Bureau Financial

Death claim: 6 steps, 13 required documents and Life/Annuity Customer Service

Farm Bureau Financial

F&M Bank

Death claim: 2 steps and F&M Client Care Center

F&M Bank

Farmers Insurance

Death claim: 3 steps

Farmers Insurance

Fay Servicing

Death claim: 6 steps and 8 required documents

Fay Servicing

F&G

Death claim: 2 steps and 5 required documents

F&G

Fidelity

Death claim: 5 steps and 8 required documents

Fidelity

Fifth Third Bank

Death claim: 6 steps, 4 required documents and Estate Settlement Administration (Fifth Third Private Bank)

Fifth Third Bank

Firefighters First

Death claim: 4 steps, 7 required documents and Legacy & Estate / Trust Officers (in partnership with Members Trust Company)

Firefighters First

First Citizens

Death claim: 5 steps, 3 required documents and Trust & Fiduciary Services (Wealth Management)

First Citizens

First Command

Death claim: 5 steps, 5 required documents and Wealth Management & Trust Services Group (First Command Bank)

First Command

First Commonwealth

Death claim: 2 steps, 6 required documents and Trust & Estate (First Commonwealth Wealth Management)

First Commonwealth

First Community CU (ND)

Death claim: 3 steps and 6 required documents

First Community CU (ND)

First Community CU (OR)

Death claim: 3 steps and 6 required documents

First Community CU (OR)

First Financial Bank

Death claim: 4 steps and First Financial Wealth Management

First Financial Bank

First Foundation

Death claim: 4 steps, 6 required documents and Trust & Estate Settlement (Private Wealth Management)

First Foundation

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